fund deployment pace

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 6, 2021 by Bill Gurley · across every show →

Everything said about fund deployment pace, oldest first

Dec 6, 2021 negative
Insight
Gurley: Nine-Month Venture Deployment Cycles Eliminate Portfolio Time Diversity
“I also think there's massive benefit to time diversity in a portfolio. Having lived through cycles before you spend a fund in nine months, you've got no time diversity on that.”
Bill Gurley Dec 6, 2021 ▶ 27:13 20VC: Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust, What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture
Feb 2, 2026 bullish
Prediction Open · timeframe Feb 2029
Zeev will not change deployment pace for LP vintage preferences
“I'm going to do my thing, and if it works for them, fine, and if not, they can opt themselves out, and some of them have, and it's fine. Good people opted out, and it's fine. I'm not going to do things differently.”
Oren Zeev Feb 2, 2026 ▶ 28:54 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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